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Ball & Co Wealth Management’s Microsoft MSFT Stock Holding History

Ball & Co Wealth Management’s Portfolio MSFT Stock Details MSFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$21K Hold
57
– – 0.01% 50
2026
Q1 		$21K Buy
57
+1
+2% +$418 0.02% 53
2025
Q4 		$27K Hold
56
– – 0.02% 48
2025
Q3 		$29K Hold
56
– – 0.02% 57
2025
Q2 		$28K Hold
56
– – 0.03% 40
2025
Q1 		$21K Sell
56
-18
-24% -$7.34K 0.02% 40
2024
Q4 		$31K Buy
+74
New +$31.5K 0.02% 38

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Ball & Co Wealth Management's MSFT Position: Q2 2026 in Review

Ball & Co Wealth Management held its Microsoft (MSFT) position steady in Q2 2026 at 57 shares worth $21K. The position accounts for 0.01% of the portfolio, ranked #50.

Ball & Co Wealth Management first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $31K in Q4 2024. 6,237 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Ball & Co Wealth Management held 57 shares of Microsoft worth $21K as of Q2 2026.
  • Ball & Co Wealth Management left its Microsoft share count unchanged in Q2 2026.
  • Microsoft made up 0.01% of Ball & Co Wealth Management's portfolio in Q2 2026, its #50 holding.
  • Ball & Co Wealth Management first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
  • Ball & Co Wealth Management's Microsoft position peaked at $31K in Q4 2024.
  • 6,237 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Ball & Co Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.